Customer Success Manager
OpenLoop is looking for a Customer Success Manager to join our team remotely. This role will be a member of the Operations team collaborating closely with the Director of Clinical Recruitment the CSM will be responsible for building client loyalty and fostering longterm client relationships by ensuring that clients have an exceptional user experience.
About the Role
- Support and participate in all functions of the customer facing team including but not limited to:
- Managing meetings and workflows such as legal customer success and
- recruitment communications
- Demonstrate proactive communication when available
- Identify and resolve issues
- Recommended solutions
- Offer new services (where needed)
- Provide technical support
- Be able to analyze and provide reporting both internally and externally by analyzing client accounts and reporting to increase retention.
- Data entry and integrity
- Manage with a sense of urgency and availability as the client s main point of contact
- Regular Business Review presentation creation and management including followup to complete deliverables.
- Act as the client champion internally within OpenLoop expressing client needs and expectations.
- Post client updates in Slack channels
- Manage client expectations by understanding the client agreement and how OpenLoops services align with contract obligations such as SLAs.
- Enters and updates support systems like Zoho Healthie Analytics Slack etc. as needed.
- Work directly with the Clinical Recruitment team for clinical recruiting needs
- Partners with other OpenLoop teams like: Implementation Clinical and NonClinical Patient Support Sales and other pertinent teams across the organization.
- Identifying expansion opportunities.
- Improving team efficiency by creating optimum processes with technology and people.
- Build trust and develop a trusted advisor relationship with assigned accounts.
- Other duties as assigned
Requirements
Requirements
- 24 years experience working with clients
- Must be C1 or C2 English Proficiency
- Experience with Excel and basic data manipulation (Vlookups Pivot Tables charts/graphs)
- Ability to thrive in a rapidly changing highenergy highexpectations environment
- Excellent written and verbal communication skills
- An energetic mature positive attitude that works well independently and with a team
- Proven track record of taking initiative
- Resultsoriented and customerfocused mindset
- Ability to listen absorb and respond accordingly
- Ability to manage multiple projects and tasks while staying organized and efficient
- Proven capacity to learn new technologies for maximum project success
- Ability to construct effective written communication through email or Slack giving clients and internal stakeholders all necessary background and project update
Benefits
WHAT WE OFFER:
Great Place to WorkCertified Company
Premium HMO
Holistic employee experience
Rewards and incentives
Monthly engagement activities
Career advancement opportunities
Paid referral program
Requirements 2-4 years experience working with clients Must be C1 or C2 English Proficiency Experience with Excel and basic data manipulation (Vlookups, Pivot Tables, charts/graphs) Ability to thrive in a rapidly changing, high-energy, high-expectations environment Excellent written and verbal communication skills An energetic, mature, positive attitude that works well independently and with a team Proven track record of taking initiative Results-oriented and customer-focused mindset Ability to listen, absorb, and respond accordingly Ability to manage multiple projects and tasks, while staying organized and efficient Proven capacity to learn new technologies for maximum project success Ability to construct effective written communication through email or Slack, giving clients and internal stakeholders all necessary background and project update